How do I track deal documents and milestones?
Track the transaction, its obligations and the files behind each decision.
Read the deal in context
Use its stage, linked people, property, milestones and tasks to understand what is next. Entered pipeline values are estimates, not funds received.
Keep documents with the work
The Documents app supports linked writing. Private files and document requests depend on the configured storage and review services.
Use review to make decisions
Missing items and signature status help organize a transaction. They do not replace legal judgment or establish regulatory compliance.
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